Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $451,578 | $154,209+192.8% | $130,062+247.2% | $139,487+223.7% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 11.38% | 32.52%-21.1pp | -137.37%+148.7pp | 373.84%-362.5pp |
| Employer contribution / active EE | $1,869 | $5,292-64.7% | $4,322-56.8% | $4,755-60.7% |
| Participant deferral / active EE | $9,022 | $6,709+34.5% | $5,821+55.0% | $6,713+34.4% |
| Admin fee / account holder | $25,893 | $13,988+85.1% | $10,601+144.3% | $11,407+127.0% |